PFG Private Wealth Management’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

PFG Private Wealth Management’s Portfolio IBDX Stock Details IBDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.8M	Sell	507,215 -42,575	-8%	-$1.07M	5.54%	6
2026 Q1	$13.9M	Buy	549,790 +53,313	+11%	+$1.36M	5.89%	4
2025 Q4	$12.7M	Buy	+496,477	New	+$12.7M	5.55%	7
2025 Q3	–	Sell	-446,942	Closed	-$11.3M	–	133
2025 Q2	$11.3M	Buy	446,942 +12,851	+3%	+$319K	5.82%	5
2025 Q1	$10.8M	Buy	+434,091	New	+$10.7M	5.87%	4

Other funds holding IBDX

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

PFG Private Wealth Management's IBDX Position: Q2 2026 in Review

PFG Private Wealth Management reduced its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 7.7% in Q2 2026, selling an estimated $1.07M and leaving 507,215 shares worth $12.8M. The position accounts for 5.54% of the portfolio, ranked #6.

PFG Private Wealth Management first reported a position in IBDX in Q1 2025 and has held it in 5 quarters since. The position peaked at $13.9M in Q1 2026. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

PFG Private Wealth Management held 507,215 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $12.8M as of Q2 2026.
PFG Private Wealth Management sold 42,575 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $1.07M.
iShares iBonds Dec 2032 Term Corporate ETF made up 5.54% of PFG Private Wealth Management's portfolio in Q2 2026, its #6 holding.
PFG Private Wealth Management first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
PFG Private Wealth Management's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $13.9M in Q1 2026.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

Based on PFG Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.